Strategic Partners

Click on the logo of one of our strategic partners below to learn more about how they can help your firm grow!
 
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Click here for discounts from CCH (discount automatically applied through link).

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Becker Professional Education

Becker Professional Education's vision is to empower people around the world to advance their careers through a lifelong partnership of superior professional education. We have helped nearly half a million Accounting and Healthcare professionals. Our product offerings include: CPA Exam Review, USMLE® Exam Review and Continuing Professional Education courses.

We are proud of our rich history and track record of growth spanning more than 60 years. Our global presence includes more than 2,000 partners - including accounting firms, societies, corporations, government agencies and universities.

Becker Professional Education is accredited by the Accrediting Council for Continuing Education & Training (ACCET), a U.S. Department of Education nationally recognized agency that promotes quality-oriented education and training through the establishment of standards and an accreditation process focused on integrity.

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CPA.com

The CPA.com core mission is to advance the technology ecosystem for the accounting profession, drive the transformation of practice areas, and lead technology research and innovation efforts for practitioners. CPA.com is a subsidiary of AICPA.

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cPaperless SafeSend Returns

SafeSend™ provides easy-to-use software for accounting firms and their clients. Through technological innovation, the company has redefined the way Accounting Firms complete and present tax returns.  SafeSend Returns™ is unique in that it is the only all-inclusive electronic system that automates and organizes tax return assembly and delivery. Clients love SafeSend Returns™ ease of use and the clear, logical delivery of information, allowing them to process, review, approve, prepare-for-e-sign and deliver tax returns in four minutes or less.  SafeSend Returns™ is being embraced by firms of all sizes.  Approximately 100 of the top 300 firms in the US are using SafeSend Returns™.  Taxpayers can receive electronic tax packages, review, e-sign, distribute K1’s and pay vouchers and estimated payments.

Visit www.safesend.com today and watch the overview video to see how SafeSend Returns™ can change the way your firm delivers electronic tax returns.

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Inflo

Inflo is used by CPA firms to transform client service while complementing existing IT systems and processes. Inflo provides a secure platform for clients to work more collaboratively, sharing information with their advisors.
Inflo’s ability to extract financial data from 100% of accounting systems used by client organisations provides unrivalled access to client accounting data.

Leveraging Inflo’s automated data analytics and robotic process automation techniques replaces manual time with transparent, instantaneous execution. Process mining and artificial intelligence safely replace traditional approaches with next generation capabilities.

Inflo drives firms to deliver compliance services expeditiously and consistently, providing more value to clients, increasing goodwill and fee income. Compliance services naturally assume a more advisory style, moving annual retrospective compliance work to a more continuous real-time service offering.

Through new client wins and identifying new opportunities with existing clients, Inflo delivers clear fee income gains to CPA firms of all sizes.

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Micron Systems
Micron Systems

Micron Systems' cloud-based suite of talent management software is a firm-wide solution for both professionals and staff. The unparalleled functionality and world-class support are trusted by many of the Accounting Today Top 100 including several Moore Stephens Firms. CE Manager, the market leader in CPE compliance tracking software, is used in over 300 jurisdictions worldwide. For more than 15 years, firms have relied on CE Manager and its LMS capabilities. Top Performance is performance management software designed for both professional and staff evaluations. This cloud-based system lets users create all types of appraisals including annual evaluations and 360 reviews.

All of the Micron Systems Software products are designed specifically for Accounting Firms.

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Roger CPA
Roger CPA Review

Roger CPA Review is a professional education company that specializes in CPA Exam preparation, providing an impactful learning experience that helps aspiring accountants reach success with a program that is designed to engage and delight. Roger CPA Review students reach their goals faster than any other program with the implementation of SmartPath™. This adaptive, data-driven platform leverages predictive analytics providing students with targeted recommendations on where to focus their efforts by comparing their performance to those who have successfully passed the CPA Exam. The SmartPath™ platform is fully integrated, pairing the industry's most innovative course lectures, and team dedicated to students' success, making Roger CPA Review the choice program among the profession's top universities and firms. For more information about Roger CPA Review, visit www.rogercpareview.com.

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Star

Star leads the market with the most innovative, functionally rich and technically advanced Practice Management software for CPA firms available today.

Accounting firms and a variety of other professional services organizations of all sizes, worldwide, use Star’s software to help run their businesses. These include regional and national offices of the Big 4 global practices and many members of the main international associations, including MSNA.

Star has specialized in the development and supply of Practice Management solutions to medium and larger firms in the UK and Europe since 1973 and has also built an established presence in the US market since 2003, now with over 30 of the Top 100 CPA practices as clients.

As a proven international supplier, Star’s success comes from its considerable experience and understanding of what firms want, applying that knowledge and providing a personalized service for medium to large professional firms worldwide
 
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SurePrep

SurePrep is the leader in 1040 productivity for CPA firms. We deliver seamless integration with your existing tax software to automate and streamline the entire 1040 process for both the taxpayer and CPA. Our solutions are used by nearly 20,000 tax professionals ranging from Big 4 firms to sole practitioners to reduce administrative costs, automate workpaper preparation, maximize review efficiency and improve client service. For more information visit www.sureprep.com.
 
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Tri-Merit

Tri-Merit partners with leading CPA firms across the country to provide specialty tax services related to R&D, §179D and 45L. Partnerships range from simple fee-sharing agreements to more involved, dedicated private-label services. Our team is made up of a combination of CPAs, attorneys, and technical subject matter experts (mechanical, electrical, chemical engineers, etc.) with extensive experience in researching and identifying all eligible tax credits, deductions and incentives. We offer clients a free phase one feasibility assessment for all services in order to analyze the potential benefit for the client, and to scope out the size of the engagement. Additional services include audit defense and CPE education.
 
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